Jordan Putman
Senior Tax Advisor
Contact Jordan
Team Office
Jordan’s Locations
Irvine, CA 92618 (949) 502-6700
About Jordan
Jordan Putman is a Senior Tax Advisor with six years of experience in accounting and tax compliance. He specializes in individual, partnership, corporate, and fiduciary tax services, bringing a strong foundation in tax research and process improvement. Jordan earned his bachelor’s degree in accounting from California State University Fullerton, and holds an Application Developer Certificate from Saddleback College. Known for his commitment to accuracy and clear communication, Jordan partners with clients to simplify complex tax matters.
Outside of work, he enjoys hiking, biking, and reading.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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